Close & Contract
Register the deal. Agree commercial terms. Sign contracts. Lock attribution and pipeline visibility.
Checklist
- Submit the deal-registration form to lock attribution
- Agree on the deal motion (sourced / influenced / resold) with Lyzr
- Review pricing & margins for the selected tier
- Send the mutual NDA if not already signed
- Draft the SOW using the template
- Update the joint pipeline sheet with deal stage and timeline
- Confirm Lyzr contacts for escalation (technical + commercial)
What done looks like
Deal registered, contracts signed, attribution clear, joint pipeline updated.
How to get there
Register the deal via the deal-registration form — this locks attribution (sourced / influenced / resold) and starts the 90-day exclusivity window. Review the pricing & margin playbook for resell margins by tier and commission rates. Use the SOW template for scoping the engagement. For new partner relationships, start with the mutual NDA. The joint account-planning template helps formalise the Week-2 conversation. Keep the joint pipeline sheet updated. For escalations, reference the escalation matrix and Lyzr contacts directory.
Pricing & margin playbook
List pricing + resell margin by tier + escalation thresholds
SOW template
Lyzr-engagement statement-of-work boilerplate
DPA template
Data-processing addendum for partner's resold/managed deals
Deal-registration form
Web form for partner to submit a deal; writes to CRM
Attribution rules doc
Clear "sourced / influenced / resold" definitions + dispute path
Joint account-planning template
Worked example + blank template for Week-2 session
Lyzr contacts directory
Region + vertical leads at Lyzr (AE / SA / partner ops); kept current
Escalation matrix
Technical, commercial, exec escalation paths with response SLAs
Joint pipeline sheet
Shared view of partner-attributed deals; updated monthly
Sales pipeline dashboard exists in Drive with template data — not partner-facing or joint, but structure is close.
Mutual NDA template
Standard NDA for new partner conversations
Exit criteria — ready for Implement & Deliver
Deal is registered with clear attribution. SOW or contract is signed by both the customer and Lyzr. Handoff to implementation is scheduled.
Tips
- Register the deal early — attribution disputes after the fact are painful. The 90-day exclusivity window protects your investment.
- Resell deals give the best margins (20–25% off list) but require you to be the customer-of-record.
- For large deals, involve a Lyzr AE early. The joint account-planning template is designed for this.